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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1651
Wealth Dimensions Group
Ohio
$257K -$8.76K -68 -3%
AW
1652
Alteri Wealth
California
$256K -$29.8K -231 -10%
MFG
1653
Mosaic Financial Group
Illinois
$256K -$46.1K -358 -14%
SB
1654
Sunflower Bank
Texas
$256K -$2.83K -22 -1%
EW
1655
Elyxium Wealth
California
$255K +$282K +2,187 New
TWM
1656
Tradition Wealth Management
Minnesota
$254K +$36K +279 +15%
HIIFS
1657
Harel Insurance Investments & Financial Services
Israel
$254K +$241K +1,870 +601%
WGAM
1658
Wilkinson Global Asset Management
New York
$254K -$77.3K -600 -22%
ES
1659
Eagle Strategies
New York
$253K -$42.6K -331 -13%
VAG
1660
VisionPoint Advisory Group
Texas
$253K +$280K +2,172 New
BFG
1661
Bouchey Financial Group
New York
$253K -$7.6K -59 -3%
MWM
1662
Maripau Wealth Management
Indiana
$253K +$279K +2,166 New
BSB
1663
Bangor Savings Bank
Maine
$253K -$55K -427 -16%
WG
1664
Welch Group
Alabama
$252K -$12.1K -94 -4%
CT
1665
Chicago Trust
Illinois
$252K -$5.67K -44 -2%
WP
1666
WealthShield Partners
North Carolina
$252K +$278K +2,159 New
WPW
1667
Warther Private Wealth
Ohio
$252K +$5.41K +42 +2%
NGA
1668
Naples Global Advisors
Florida
$251K +$53.3K +414 +24%
YDMI
1669
Y.D. More Investments
Israel
$250K +$27.4K +213 +11%
FC
1670
Fairscale Capital
New Hampshire
$250K
GF
1671
Gries Financial
Ohio
$250K -$2.36M -18,354 -90%
MIM
1672
Macroview Investment Management
Maryland
$249K +$3.22K +25 +1%
PPG
1673
Peak Planning Group
Colorado
$249K
EHC
1674
Everett Harris & Co
California
$249K
GC
1675
Grimes & Company
Massachusetts
$248K +$52.8K +410 +24%